10 Good Reasons to Hire an External ConsultantRichard Bishara
Richard Bishara, I will not allow a foreigner to come and tell me what to do with my business" “He will not solve my problems, they come up with strange in the eas and they only bring me the money”
Richard Bishara's Best Tips For Good Business ManagementRichard Bishara
Richard Bishara NJ, One of the best business management tips for companies of the 21st century is to take maximum care of the relationship with customers.
10 Good Reasons to Hire an External ConsultantRichard Bishara
Richard Bishara, I will not allow a foreigner to come and tell me what to do with my business" “He will not solve my problems, they come up with strange in the eas and they only bring me the money”
Richard Bishara's Best Tips For Good Business ManagementRichard Bishara
Richard Bishara NJ, One of the best business management tips for companies of the 21st century is to take maximum care of the relationship with customers.
From ancient time to current date we never think that all our business problems will be solved by doing tantra mantra. But it might happen that your rival business competitor has an edge over you and you are worried about your business lack of fortune then it won’t be a bad thing to practice tantra mantra for business success.
Is It Only Me? Customer Success Tales From Across The Globe with James Scott,...James Scott
James will share his top ten observations from working with Customer Success teams across the world and make five predictions about the trends you should expect to impact your Customer Success team in the next 12 months.
Presented at Toronto Customer Success Heroes Meetup in May 2018.
Are you in a search of an IT consultant for our business? It is too common that the business owners, managers, or supervisors find themselves in a position where growth has slowed, stopped, or reversed. In that case what exactly will help is, check with a business consultant. It is wise as well as a great step towards making your company stable or in a position of growth.
What works, and what doesn’t work, for the small business owner? 10 years of working as a business coach, mentor and consultant to hundreds of fantastic business owners, has given me some great learning opportunities and insights into how to piece together this complex success puzzle….. and make it simple. Don’t thank me for this. Thanks my clients and colleagues who let me steal both knowingly and unknowingly, their great ideas and proven success strategies!
How VPs of Sales Should Measure the Effectiveness of Cold Calling in 2018Sales Hacker
What You'll Learn:
- How to build a scalable, prospect-centric approach to cold calling
- Why no silver bullet exists and how to optimize your approach according to your psychographic profile
- How to build and iterate on cold calling scripts for your team
- How to measure, A/B test and improve your call effectiveness
- A ton of tips about cold-calling techniques and methods
Drumroll, please…. I’m excited to introduce you to our biggest, most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%)!
After working with thousands of independent financial advisors, we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.
From ancient time to current date we never think that all our business problems will be solved by doing tantra mantra. But it might happen that your rival business competitor has an edge over you and you are worried about your business lack of fortune then it won’t be a bad thing to practice tantra mantra for business success.
Is It Only Me? Customer Success Tales From Across The Globe with James Scott,...James Scott
James will share his top ten observations from working with Customer Success teams across the world and make five predictions about the trends you should expect to impact your Customer Success team in the next 12 months.
Presented at Toronto Customer Success Heroes Meetup in May 2018.
Are you in a search of an IT consultant for our business? It is too common that the business owners, managers, or supervisors find themselves in a position where growth has slowed, stopped, or reversed. In that case what exactly will help is, check with a business consultant. It is wise as well as a great step towards making your company stable or in a position of growth.
What works, and what doesn’t work, for the small business owner? 10 years of working as a business coach, mentor and consultant to hundreds of fantastic business owners, has given me some great learning opportunities and insights into how to piece together this complex success puzzle….. and make it simple. Don’t thank me for this. Thanks my clients and colleagues who let me steal both knowingly and unknowingly, their great ideas and proven success strategies!
How VPs of Sales Should Measure the Effectiveness of Cold Calling in 2018Sales Hacker
What You'll Learn:
- How to build a scalable, prospect-centric approach to cold calling
- Why no silver bullet exists and how to optimize your approach according to your psychographic profile
- How to build and iterate on cold calling scripts for your team
- How to measure, A/B test and improve your call effectiveness
- A ton of tips about cold-calling techniques and methods
Drumroll, please…. I’m excited to introduce you to our biggest, most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%)!
After working with thousands of independent financial advisors, we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.
Conspicuous CBM Ltd - Recent Company Spotlight Presentation - October 2014Stuart Walton
Conspicuous CBM Ltd - Recent Company Spotlight Presentation - October 2014 - explains our business more of who we are, what we do and what referrals we are looking for.
If you still believe old “Partners & Co” approach to your accounting practice is the way to go, you need to wake up. Cloud accounting is here, new banking infrastructure, such as bitcoin is emerging, and new devices adoption rate is accelerating. All these new trends are making your old accounting business obsolete.
What are you going to do about it?
Every business owner, including an accountant, wants to make the world a better place and build something that makes a difference and pleases her customers.
Guy Pearson will help you define your unique selling proposition and business model, assist you to take the focus back to your clients and will share his experience on building a practice that scales.
In this presentation, we will take a deep dive into proven ways to build a practice that matters and one you’ll be proud to tell your friends, colleagues and family about.
Objectives:
What is your USP (Unique selling proposition) – do you have one and how to craft one?
Business models – are you a surgeon, a local coffee shop or a McDonald’s? Maybe a hybrid is the way to go?
Always. Focus. On the client. They help you get paid.
Think with scalability in mind.
Make yourself obsolete.
Do something that matters.
This PowerPoint presentation slides helps to you know about
The Beauties of Network Marketing. The slides agenda are
What is Network marketing?
Difference between traditional marketing & network marketing.
What is time leverage?
Requirement?
What are you worries today?
What option do you have?
The greatest opportunity in the world
Family Security
Efforts
Income
Planning
Opportunity
Rules of Success you must follow
What else you need?
Be at right place at right time
Understanding the power of Network Marketing
What is your decision?
This all slides helps to take a great decision about your career progress.
Thank you very much.
hello everyone. if you are looking for launching online course and doesnt find content of course then dont worry. i have uploaded here content of financial salescourse. lets download it , rebrand it, and sale it make money easily
16. mPowered by
How much is it worth?
My practice is a
valuable asset. I
should be able to get
a good price for it.
17. mPowered by
Reality
Most Advisors over-estimate what their business
is worth to others. Your practice is much less
valuable to others than you think it is.
18. mPowered by
Why Would I Sell?
Compensation:
• ~1-3x Annual Revenue on Existing
Clients
• Paid out immediately OR over 2-5
years
23. mPowered by
My Spouse Could Sell…
Most spouses are not in a position to take
charge of selling it.
Does your spouse understand your business?
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Do you REALLY own it?
What does your MGA do with orphan clients?
25. mPowered by
What about your clients?
Will they revert to a house account?
Who will look after them?
26. mPowered by
Forced Sale
Estate sales typically result in the buyer paying
less than half what they would have if the
Advisor had still been alive to help manage the
transition of clients.
27. mPowered by
Sale
National Best will provide…
• Comprehensive Evaluation of your
book of business
• Qualified, well-trained Advisors
interested in purchasing Your Book of
Business
• Financing for advisors who want to
purchase a book
28. mPowered by
You Have Options
There are other
options that have
the potential to
preserve and
maximize the value
of your business.
31. mPowered by
Gradual Transition
Recommended for those who want to:
• Gradually Transition out of the Industry
• Take their time to find the right Advisor
to look after their clients
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Gradual Transition
National Best will provide…
• Qualified, well-trained Advisors
interested in working with you to
transition your book
• nbTechnology Suite to get your
business and client records in shape
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Gradual Transition
Compensation
• Ability to receive compensation even if
you no longer maintain your Insurance
license
• Your family continues to receive
revenue even after you pass away
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Gradual Transition
Compensation (%)
0
20
40
60
80
100
120
140
160
Fully Active Transfer
Responsibility
New Business
from Existing
Clients
Referrals from
Existing
Clients
Transitioning Advisor
Family continues to receive revenue
+ +
39. mPowered by
Build a Legacy
Recommended for those who want to:
• Grow their business before they retire
• Maximize their retirement income
• Mentor new Advisors coming into the
Insurance Industry
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Working with a team
Working with a team of professionals you could:
– better serve your clients
– expand your practice
– benefit from multiple
streams of revenue
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Working with a Team
– Work with a trusted network of financial
professionals
– Our nbAcademy graduates are trained to
• Get your business and client records in good shape
• Put systems in place to deal with marketing,
processing business, and client care
• Social Media tools
44. mPowered by
nbLegacy Program
Compensation
• Supervisory and Agency Overrides on
Advisors you are mentoring
• Eligible for our Production, Recruiting &
Training Bonuses
• Ability to contribute to our
nbRetirement and nb$miles Incentive
Programs
45. mPowered by
nbLegacy Program
Compensation
• Ability to receive compensation even if
you no longer maintain your Insurance
license
• Your family continues to receive
revenue even after you pass away